CFA Institute's Kurt Schacht JD, CFA

A quick look at some of the actions we have been involved in
on behalf of our members towards advancing
CFA Society Boston and CFA Institute's mission —
a financial services industry that better serves its customers and society.

CFA Institute Position Paper

Annual Report

CFA Society Boston's Annual Report includes many of the advocacy efforts we offer to our members and the investing public.

Summary

CFA Boston actively helps to shape policy that promotes fair markets and ethical practices in the investment profession through partnerships, promotion of the CFA charter designation brand, and quality programming. Through our financial literacy initiative, we have formed alliances with many non-profit organizations to educate the investing public, including Invest in Girls, Year Up, New Sector Alliance, the Massachusetts State Treasurer's Office, and more. We have heightened awareness of our brand and standards to local employers by encouraging asset owners and managers to sign on to the Asset Managers Code of Conduct. We have also done community outreach through our elected officials, including meetings with Secretary of Housing and Economic Development Jay Ash, and Undersecretary for the Office of Consumer Affairs and Business Regulation. Finally, we offer programming to ensure CFA Society Boston and its members are adhering to the high level of ethics and standards outlined by CFA Institute.

Putting Investors First

As a local CFA Society, we have been at the forefront of advancing the investment management profession. Each year, we take part in the globally recognized Putting Investors First campaign. Governor Baker has issued proclamations declaring May as Putting Investors First Month in Massachusetts. We also promote #CFADifference year-round and offer members access to many tools and information to help their clients make better informed decisions.